In addition to adding departments/companies manually, you could also import all of your existing data from your previous setup or application. All you need to do is export your data into a CSV file as a list and upload it into Freshservice. 

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Before you begin, please ensure that your file complies with the following requirements:

1. The file must be in the form of a properly formatted CSV file. Other formats aren’t supported.

2. The file's first row must contain the field names, such as Department Name and Description in the below format. 


Attribute

Type

Mandatory? 

Description

Example

Department/ Company name

string

Yes


Name of the Department/Company

HR

Department/Company head 

string

No

Head of the Department/Company

abc@freshworks.com

Prime user 

string

No

Email address of the prime user of the Department/Company

abc@freshworks.com

Description

string

No

Description of the Department/Company

Human resources

Domains

array of strings

No

Email domains associated with the Department/Company

freshworks.com




Quick guide to importing your Departments/Companies into Freshservice:

  • Go to Admin> User management > Departments/Companies

  • On the next page, click on ‘Select a CSV file.’

  • On the next page, map the fields in the CSV with the corresponding department/company fields in Freshservice and click Import.


Once done, you will be able to view the new departments/companies in the list by going to Admin> Global Settings > User management > Departments/Companies.